International Sales Setter generating qualified leads for autofox’s AI - powered automotive SaaS. Qualifying global prospects and booking appointments for closers across international markets.
About the role
- Sales manager coaching insurance and wealth advisors through Sun Life’s Advisor Development Program. Driving advisor readiness, sales productivity and career progression.
Responsibilities
- Lead, coach and develop a team of Insurance and/or Wealth licensed Advisors
- Support advisor onboarding and readiness through expectations, success measures and milestones
- Develop early-career advisors’ skills, confidence and business acumen
- Provide structured coaching, feedback and individualized development plans
- Guide advisor development, productivity and sales results
- Support foundational sales capabilities, prospecting and holistic needs-based conversations
- Monitor advisor progress and support transitions beyond the Advisor Development Program
- Manage day-to-day sales and service functions
- Plan workforce scheduling and coverage
- Design, execute and measure client contact campaigns with leadership
- Analyze team data and insights, address data gaps and recommend improvements
- Support client retention and loyalty
- Maintain advisor and planner knowledge of wealth, life and health-benefit products and market trends
- Build relationships with distribution, dealer leadership and compliance partners
- Drive advisor development, sales activity, productivity, progression and conversion objectives
- Identify capability gaps and advocate for training and process improvements
Requirements
- 8+ years of sales leadership experience
- Strong knowledge and understanding of Distribution, Insurance and Wealth business
- Demonstrated ability to coach, develop and manage advisors in a performance-driven sales environment
- Excellent interpersonal skills and ability to collaborate across all levels of the organization
- Ability to work effectively in a complex, matrixed environment
- Strong analytical, organizational, and presentation skills
- Ability to translate data into insights and recommendations
- Excellent written and verbal communication skills
- Flexibility and ability to adapt to a changing regulatory environment
- Relationship-building experience with key external and internal business partners
- Strong sales and service orientation
- Knowledge and experience of industry compliance standards and practices
- Canadian Securities Course (CSC) or IFIC preferred, not required
- Life, Accident and Sickness licensed preferred, not required
- MFDA Branch Manager status, including Branch Manager’s Course and minimum 2 years relevant experience, preferred, not required
Benefits
- Flexible benefits package that adapts to your life from day one
- Pension, Stock and Savings programs
- Fitness and Wellness programs
- Hybrid work flexibility from the office and virtually
- Personal growth and career development opportunities
- Continuous improvement and career development environment
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Degree requirement
No Education Requirement
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